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Share Connect | SharePoint Document Management
SharePoint and Salesforce integration in minutes.
- Industries
- Horizontal ProductFinancial ServicesHigh Tech
- Business Need
- Contract ManagementDocument ManagementIntegration
- Requires
- None
- Compatible With
- Sales CloudFinancial Services CloudHealth Cloud
Integrate Salesforce with SharePoint and OneDrive for simplified document management. Link and view Microsoft files and folders directly on records. Use Flow to automate folder creation and reduce Salesforce storage costs. Start your free 14-day trial!
Highlights
LINK AND VIEW SHAREPOINT FILES & FOLDERS IN SALESFORCE. Link SharePoint and OneDrive files and folders to Salesforce records for easy access and sharing. View Microsoft 365 files directly in Salesforce with the Share Connect File Viewer.
AUTOMATE SHAREPOINT FOLDER CREATION WITH SALESFORCE FLOWS. Use our Automate SharePoint action in Record-Triggered Flows to create SharePoint folders with a consistent structure and automatically link them to Salesforce records.
AUTOMATICALLY UPLOAD FILES TO SHAREPOINT. Cut Salesforce storage costs by effortlessly moving files from Salesforce to designated locations within your SharePoint organization.
SEND FILES VIA EMAIL WITH SHARE CONNECT FILE SEND. Use our custom email functionality to send documents, marketing content, and sales materials stored in a centralized SharePoint or OneDrive folder.
A NATIVE MICROSOFT SHAREPOINT EXPERIENCE IN SALESFORCE Bring the SharePoint and OneDrive interface into Salesforce. Use the native Microsoft picker to quickly find files and folders while working in a UI your team already knows.
NO MINIMUM LICENSE REQUIREMENT. With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.
SELF-SERVICE PURCHASE MODEL. Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to add or reduce licenses directly in the app. No need for a phone call to adjust your subscription.
ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.
Provider Details
Appiphony
Chicago, IL USA
Appiphony, LLC is a Product Development Outsourcer (PDO) based in Chicago, IL that designs and builds applications on the Salesforce App Cloud. We focus on serving ISV partners, bringing modern design thinking and craftsman-level quality into everything we do.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Share Connect provides a free 14 day trial for up to 10 users. When purchasing, there is no minimum user amount required. We offer monthly and annual plans starting at $6 per user/month. For complete details visit https://appiphony.com/pricing/
Starter
$6 USD/user/month
Lowest Starting Price
Pro
$12 USD/user/month